Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-04-25 TOP PICK CASH
CASH
Brooke Thackray

There is nothing wrong with raising a little bit of cash at this time. This will give you opportunities when other sectors do well in the summertime and you will be able to fund them.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-04-25 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Craig Porter

Buying a lot more oil sand assets from Shell for $13 billion, and they know the stuff. They built up a lot of projects from the last cycle and cash flow is starting to come this year and next. Dividend yield of 2.4%. (Analysts’ price target is $53.)

Price:
$45.330
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-25 TOP PICK Horizons-US-7-10-Year-Treasury-Bond-ETF
HTB-T
Brooke Thackray

Bonds tend to do well in the summer months. The best month for fixed income is from May until the beginning of October. It comes back in the form of capital gains, not interest. Look for a bit of a pullback before you go into this.

Price:
$54.870
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-04-25 TOP PICK Nevsun-Resources
NSU-T
Craig Porter

They had a mine in Eritrea, which was first gold, then copper, and now a very rich zinc zone. They are currently having some trouble separating the copper and zinc. However, the big asset they bought was Reservoir Minerals with a big high grade copper/gold deposit in Serbia. They slashed their dividend down to 1.61% to redirect proceeds into the next project, which a lot of investors didn’t like. The mine is going to be very profitable. (Analysts’ price target is $5.13.)

Price:
$3.200
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-25 TOP PICK Whitecap-Resources
WCP-T
Craig Porter

Great assets and great management. A core holding in a dividend paying portfolio. A low-cost producer of light oil in Saskatchewan and Alberta. They aim to grow production 7%-10% per year. 2.9% dividend yield.

Price:
$9.720
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-25 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Brooke Thackray

Expensive right, now trading at over 20X PE, and they are slow growing stocks. But, in the summer months, investors are willing to pay a little more for that stability.

Price:
$55.720
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-04-24 TOP PICK McKesson-Corp
MCK-N
Liz Miller

A very big player, and has long been a leader.  The stock is a long way down from its high.  She thinks this company and stock will come back strong.  It is a beautiful entry point for it.  (Analysts’ target: $151.00).

Price:
$136.150
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Pembina-Pipeline-Corp
PPL-T
Peter Brieger

This is just completing phase 4 and 5 of pipeline gathering in the Duvernay Basin. They are also major players in the Montney. That has given them a stranglehold on future production and gas processing in those 2 areas. They have also done a deal with Chevron, which is going to require them to do additional infrastructure spending on their behalf, which will increase cash flow and dividends. Dividend yield of 4.61%. (Analysts’ price target is $49.)

Price:
$44.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-24 TOP PICK Regions-Financial
RF-N
Liz Miller

It is a small regional player, the largest deposit taker in the state of Alabama.  The banks will continue to benefit from the slow increase in interest rates.  This is an attractive stock.  It is in a good position now after cleaning up its portfolio after 2008.  (Analysts’ target: $15.00).

Price:
$13.810
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

This has come off, along with the other banks, based on the charges of overly aggressive branch selling, which he thinks was a tempest in a teapot. He likes the American economy better than the Canadian, and any bank with US exposure will be better off. This one has the lowest exposure to real estate in Canada. He is looking for a 10% growth rate, probably 4%-5% in dividends and 4%-5% in capital gain. Dividend yield of 3.66%. (Analysts’ price target is $71.50.)

Price:
$66.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-24 TOP PICK Ventas-Inc
VTR-N
Liz Miller

It is a REIT, the opposite of a bank.  But it is in the health care medical niche.  It recently spun off the nursing home business.  It is an attractive entry point.  She prefers exposure more to office than retail in REITs.  She is out of retail, generally.  (Analysts’ target: $64.00).

Price:
$64.630
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Xylem-Inc.
XYL-N
Peter Brieger

This is a water stock. As the world focuses more and more on the need for clean water, they are looking for companies that essentially purify, transport and monitor the usage. This company is focusing on the high-tech part of the business, and just recently continued a completion of an acquisition of Sensus, which is going to add significantly to sales and earnings this year. (Analysts’ price target is $55.)

Price:
$51.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK Bank-of-America
BAC-N
Greg Newman

This has a BV of less than 1. He sees 20% EPS growth. It is very well positioned towards the Trump agenda. Thinks they will do something about the Volker rule and probably lower taxes a little. This bank is very well positioned towards the domestic side of the economy. He doesn’t see a lot of risks. Dividend yield of 1.3%. (Analysts’ price target is $26.50.)

Price:
$22.710
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

He likes financials. This one has a very nice dividend and is very defensive. It should benefit with slightly higher interest rates and a better stock market with their underlying holdings. He models a 9% EPS growth over the next couple of years. Dividend yield of 4.8%. (Analysts’ price target is $37.00.)

Price:
$34.290
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK iShares-MSCI-Emerging-Markets
XEM-T
Greg Newman

This is the time for emerging markets, and this is a nice interesting basket. He likes where they are spread out. Good yield. There have been positive earnings revisions in the area. Stronger growth and stronger currencies, with a slightly weaker US$.

Price:
$29.710
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Temp-Holdings-Co-Ltd
2181 JP
Mark Grammer

Corporations in Japan have to use agencies to help them recruit.  It is the job opportunities to applicant ratios.  We are seeing tiny increase in wages which we would need to see accelerate to get a full-fledged consumption boom in Japan, but we are getting there.  (Analysts’ Target: ¥2400).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK iShares-MSCI-Edge-Min-Vol-EAFE
EFAV-N
Lorne Zeiler

There are better opportunities now in Europe and Japan. This gives you a broader exposure across Europe of all the countries, with a little bit less on the UK. Also, there is a better mix in terms of stability in the sectors. In the last 3 years, there has been significant outperformance on this ETF, but last year underperformance. Good dividend yield.

Price:
$66.400
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Johnson--and--Johnson
JNJ-N
Lorne Zeiler

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

Price:
$121.870
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Kasikorn-Bank
KBANK-BBK
Mark Grammer

Thailand is an interesting economy right now.  Elections next year.  They are starting to spend on infrastructure.  Lending has to be done to all the companies doing the actual work.  They have strong growth.  (Analysts’ target: 192.50 Thai Bhat).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK LVMH-Moet-Hennessy-Louis-Vuitton-SA
LVMUY-(OTC)
Mark Grammer

They are well positioned for the improving global economy.  It is strong in the US.  The reduced corruption push in China means more spending on luxury goods.  One of the best managed in that whole space.  (Analysts’ target:  €225.00).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK Sun-Life-Financial-Inc
SLF-T
Lorne Zeiler

Compared to the other insurers, their valuation is more reasonable at 7.6X earnings. Recently they’ve provided their medium-term outlook, looking at 8%-10% earnings growth per year. Very stable name. Dividend yield of 3.6%. (Analysts’ price target is $54.)

Price:
$47.800
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Adobe-Systems
ADBE-Q
David Burrows

The leader in creating digital media. There is enormous growth in the creation of Digital media. They used to sell their software as a package, with an upgrade every couple of years. There was an enormous number of people pirating their software. They then started selling by subscription. They caught a bunch of pirates that needed their software and had to wind up subscribing. This is a quickly growing pie. As their subscriptions go up, their margins go up. They now have 10 million subscribers. There are 7 million users that continue to use old versions, and will have to upgrade. (Analysts’ price target is $145.)

Price:
$130.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-19 TOP PICK Bank-of-America
BAC-N
David Burrows

He looks for sectors/themes that are going through significant shifts that can give a long runway for the industry and companies to be revalued. The 2nd biggest bank in the US, trading at just under 1X BV, and can go higher. Assuming they can grow BV, that would be even better. It will be helped by rising interest rates. They will get the CCAR assessment in June as to whether they can return more capital to shareholders. Generating a ton of cash, so dividends should continue to accelerate. US banks started to perform in June of last year and have just had a classic pullback towards the 150-day moving average, which gives investors a great entry point. This could be a 5-year theme. Dividend yield of 1.3%. (Analysts’ price target is $26.)

Price:
$22.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-19 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Bruce Murray

The auto sector is one of the few areas that is cheap. The world has decided that the auto cycle is over, gasoline powered cars are going to disappear, and therefore we don’t need to own these stocks. This is selling at 8X earnings and it is a global luxury brand. Their entire line-up is higher luxury cars. They will make as many electric vehicles as Tesla this year, and have all of the technology. Highly profitable. The one issue is debt. They have €1 billion of debt on a $50 billion market cap, because all the car leases are still done internally. Dividend yield of 4.5% and has been going up 10% per annum. (Analysts’ price target is €86.)

Price:
$0.000
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Celgene-Corp
CELG-Q
Bruce Murray

One of the surest growth stocks out there. They have a product called Revlimid which treats a whole series of blood cancers. The one they have right now is multiple myeloma, and it prolongs people’s lives substantially. They are going to grow revenue 25% over the next 4 years. It is selling at 18X. Thinks it gets close to $200 in the next couple of years. (Analysts’ price target is $143.)

Price:
$122.920
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Facebook
FB-Q
Bruce Murray

$200 billion of business will move from the TV business to the Internet, and this company’s revenues last year were $27 billion, and they are growing at $10 billion a year. The new messenger is damaging all the other messaging apps. This company knows everything about you and can specifically target market you. A no-brainer. (Analysts’ price target is $164.)

Price:
$142.270
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Ingersoll-Rand-Co
IR-N
David Burrows

Capital spending in the US is set to rise. 85% of their business is environmental control. HVAC systems are being put in or being replaced in commercial buildings. If there is an infrastructure spend on schools and hospitals, that is a big spend. Their compressor systems are used in construction sites. Dividend yield of 1.95%. (Analysts’ price target is $85.50.)

Price:
$81.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-18 TOP PICK Acadia-Realty-Trust
AKR-N
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. In the US, all retail REITs have been destroyed. This one has been beaten up too much. It is very rare to get this REIT at a discount. It has SOHO, Brooklyn, Chicago street front retail. It is irreplaceable real estate. Trading at a discount to NAV. Dividend yield of 3.3%. (Analysts’ price target is $35.50.)

Price:
$31.720
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Cominar-Real-Estate-Inv-Tr
CUF.UN-T
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. He sees an improving Québec economy, and this is the largest landlord in Québec. Management has gone through some decisions over the last 2 years that were not great, when they tried to grow too aggressively. However, they have said they are done and are now focusing internally on the company. Payout ratio is a little high, but there is some visibility in the future leases that are signed but not yet economically contributing to the income statement. If you have a 3-year hold, buying in the $14 range is going to give you a very solid yield, and it will skate through over the next couple of years. Dividend yield of 10%. (Analysts’ price target is $15.)

Price:
$14.730
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Facebook
FB-Q
John Stephenson

This has been a wonderful company. They are becoming a platform company. Has had some hiccups, but really has been a great company. You are really coming down to a core group of names in technology that are large cap, investable and stable, and this one is pretty much at the top of the pack. Huge active monthly users, engagement is really high. They still have to monetize video. (Analysts’ price target is $164.)

Price:
$140.960
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 23,781 entries
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